The Spring 2024 Guide to AI for Salesforce Has What you Need to get up to speed

Cutting through the noise, this guide gives you all the important links to start learning Einstein Copilot, Einstein Copilot Builder, Prompt Builder, and more.

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Our Free Guide AI Guide for Salesforce

We’ve curated the most important links and resources inside our Spring ’24 Guide To AI for Salesforce so you spend less time fumbling through the noise and get straight to the good stuff. Looking for more actionable AI? It’s in here.

Looking for early access to Prompt Builder? We’ve got you covered!
Want 20 hours of free AI training material? You got it!
Need to know how to actually use AI today? It’s all there!
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Get Access to Salesforce Einstein Copilot

Salesforce is offering an exciting opportunity to explore its beta version of Einstein Copilot, a cutting-edge tool designed to enhance your Salesforce experience through AI. To gain access, you’ll need to follow the “Trial Org” link provided in the guide, which directs you to Salesforce Trailhead. Here, you can create an org that grants you a 5-day access, allowing you to test and interact with Einstein Copilot’s features. We highly recommend you test out the structure and capabilities of Einstein Copilot to see firsthand how what Salesforce has in mind for how professionals will deliver more AI to their organizations.

Practice with the Salesforce Prompt Builder

Salesforce Prompt Builder, another innovative beta tool, is designed to empower users with the ability to create and customize AI prompts that can be stored and used as process automations inside Einstein Copilot, Flows, and other areas of the org. Like Einstein Copilot, access to the Prompt Builder is exclusive right now and can be accessed using the same “Trial Org” link in the guide. This trial is going to allow you to explore the capabilities of Prompt Builder, understand its setup within Salesforce, and get introduced to the new structure for creating reusable prompts inside the org. We think Prompt Builder is another cornerstone to the evolution of what’s possible with AI inside Salesforce and it’s highly likely most Salesforce professionals will be learning, at least in some minor way, how to use Prompt Builder and how to configure it.

New AI Tools and Use Cases for Salesforce on AI Force Plus

For Salesforce professionals eager to expand their AI knowledge, AI Force Plus is a go-to resource. The platform offers a range of materials, including recordings of past live sessions that are useful for learning how to use AI to run Salesforce reports, create custom AI apps, and deploy custom AI solutions in a Salesforce org. By subscribing to AI Force Plus, you’ll ensure you’re updated on upcoming live events, allowing you to stay current with the latest AI advancements in Salesforce. Make sure to explore all the resources AI Force Plus has to offer to get the most out of your learning experience while there.

Free AI Training for Salesforce Professionals Available Through GPT Dreamin

Every Salesforce professionals looking to get up to speed on the importance of skilling up for AI with Salesforce needs to take advantage of the free AI training offered through GPT Dreamin. This platform features over 20 hours of Salesforce AI learning content, accessible for free to anyone interested in enhancing their AI skills within the Salesforce ecosystem. The “GPT Dreamin Videos” link in the Spring AI Guide directs you to a collection of instructional materials and tutorials that cover a broad range of topics including basic AI concepts, how AI affects Salesforce consultancies, how to build custom AI Apps, how to build AI Salesforce chatbots, how to skill up for AI and much more. The event playlist includes a keynote and capstone session from Salesforce to provide even better guidance on how to prepare for AI. These resources are designed to help Salesforce professionals at all levels build competence in AI to drive innovation in their organizations. Whether you’re just starting out or looking to expand your AI knowledge, GPT Dreamin provides valuable insights and practical skills to help you succeed.

Additional AI Tools From Salesforce – Einstein for Formulas

Another AI tool available from Salesforce as of Spring is “Einstein for Formulas,” a tool designed to simplify the understanding and management of complex formulas within your Salesforce org. This tool is highlighted in the guide under the “Einstein for Formulas” link, which gives you all the details about this new feature. Einstein for Formulas assists Salesforce professionals in decoding formulas they encounter, making the process for creating, deploying, and reading formulas easier and faster. This tool will become an invaluable resource for anyone looking to improve their proficiency with Salesforce formulas and drive more effective solutions within their organization. Interestingly, AI Force has been offering Formula support through the AIForceGPT tool purpose built for Salesforce professionals since Spring of 2023. This tool assist with many key core areas of Salesforce administration and is available to all members of the AI Force Training platform. Join the GPT Specialist waitlist to become a GPT Specialist and get access to the app.

Learn About One of the Most Important AI Features: Salesforce Copilot Actions

Understanding Copilot Actions is critical for anyone aiming to specialize in AI within Salesforce. Anyone who wants to be an AI Admin, GPT Specialist, or Salesforce AI Specialist must learn to create, customize, and deploy Copilot Actions to provide unique and valuable AI solutions for organizations. The guide document includes a link titled “Learn About Salesforce Copilot Actions” to get you started.

Copilot Actions come in two different variations. First there are Standard Actions. These are the actions Salesforce has created to work with Salesforce Copilot and can be turned on with ease. Second there are Custom actions. These are the actions that you’ll create and configure which are specific to your company or org. This is another example of were the importance of prompt engineering comes into play. Einstein Copilot Actions requires you to understand how to construct efficient and effective prompts to accomplish specific tasks in the Salesforce org.